Form D · Other Investment Fund
Sun Mountain Private Credit Fund II, LP
Santa Fe, NM · CIK 0001967295
Offering snapshot reported Aug 17, 2023 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 17, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-490071
Source: Form D, filed Aug 17, 2023. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
SUN MOUNTAIN PRIVATE CREDIT FUND II, LP
Investment adviser: SUN MOUNTAIN CAPITAL ADVISORS, LLC
- Gross asset value
- $7.12M
- Beneficial owners
- 23
- ADV minimum commitment
- $0
Reported in Form ADV on Jan 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, PC
PCAOB 243
Filing source
Form ADV 2046829 · Jan 29, 2026 · Schedule D 7.B.(1), fund 805-4861320559
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Kevin Barber | Executive |
| Brian Birk | Executive |
| Sally Corning | Executive |
| Hal Hayden | Executive |
| Lee Rand | Executive |
| A Delaware Limited Liability Company Sun Mountain Private Credit Investors Iii, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Santa Fe, NM, 87505